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Markets and Economy Update – January 2023

Markets and Economy Update – January 2023

by Tim Doyle, CFP®, MBA | Feb 9, 2023 | Market & Economy

The year was 2006. I was young(er), single and, by that time, had spent about four years building an adventuresome new life as a transplant in Denver, Colorado. This was also just about the age when friends – both old and new – started to couple up, and I...
SECURE Act 2.0: How expanded legislation provides new opportunities to plan and maintain a strong retirement

SECURE Act 2.0: How expanded legislation provides new opportunities to plan and maintain a strong retirement

by Adam Burch | Jan 13, 2023 | Market & Economy, Retirement Planning

By Adam Burch, CFP®, Client Wealth Specialist The SECURE Act, signed into law in late 2019, brought a number of changes to retirement plan rules. Some of these changes were fairly minor but others, like the delaying of Required Minimum Distributions to age 72 and the...
Markets and Economy Update – December 2022

Markets and Economy Update – December 2022

by Tim Doyle, CFP®, MBA | Jan 10, 2023 | Market & Economy

To be honest, I have never been a big New Year’s Eve kind of guy. When I was in my early-to-mid twenties, sure, I enjoyed a good New Year’s Eve party here and there. These days, however, I am the guy who watches the packed crowds in Times Square on television and...
Markets and Economy Update – September 2022

Markets and Economy Update – September 2022

by Tim Doyle, CFP®, MBA | Oct 6, 2022 | Market & Economy

Regrettably, I count myself as one of the many unfortunate people worldwide who endure long-term, chronic pain. Nearly a decade ago while at a gym and doing a simple butterfly exercise, I apparently twisted a centimeter in the wrong direction, ruptured a disc in my...
Markets and Economy Update – August 2021

Markets and Economy Update – August 2021

by Tim Doyle, CFP®, MBA | Sep 3, 2021 | Market & Economy

I almost hesitate to reveal this, but my wife and I are both natives of New Jersey. You know, the type of people on the highway who drive all the way to the very end of a merge lane before executing a (perfect, mind you) zipper-merge? Yeah, that’s us. Please do not...

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